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Fee Schedule

Level I – Planning

Will Centered Estate Planning without Protection Planning

Includes:

  • A Will
  • General Power of Attorney
  • Health Care Power of Attorney
  • Living Will

If married, each spouse’s plan includes the above.

$2,000 – $4,500

Will Centered Estate Planning with Protection Planning

Includes:

  • A Will
  • General Power of Attorney
  • Health Care Power of Attorney
  • Living Will
  • Letter of Instruction to assist in Changing Beneficiaries

If married, each spouse’s plan includes the above.

$2,500 – $6,000

Medicaid Planning

Includes:

  • Pre-planning for Medicaid
  • Emergency planning, if necessary
  • Eligibility Determination
  • Spend Down Requirements
  • Gifting ability
  • Using Irrevocable or Revocable Living Trusts, when applicable

If married, each spouse’s plan includes the above.

$5,000 – $13,500

Living Trust Centered Estate Plan

Includes:

  • A Revocable Living Trust
  • A Will
  • General Power of Attorney
  • Health Care Power of Attorney
  • Living Will
  • Affidavit of Trust
  • Comprehensive Funding – we are responsible to assure that your trusts are “fully funded”
  • Design of your unique planning provisions
  • Explanation of each planning tool
  • Review of each document
  • Six-month meeting

If married, each spouse’s plan includes the above.

$4,000 – $10,000

Annual Meetings

Includes:

  • Annual Amendment to your Living Trust, if necessary, due to changes in goals and objectives
  • Technical Amendments, if necessary
  • Attorney’s “Improvements” in Language to your Living Trust, if necessary
  • Review of funding of your Living Trust
  • Quarterly newsletter
  • Review of your existing plan
  • Review of additional estate planning tools which may be useful due to a change in circumstances

If married, each spouse’s plan includes the above.

$800 – $6,000

Level II – Advanced Planning – Implementation

Irrevocable Trust (without Level I)

$9,000 – $13,000

Irrevocable Trust (with Level I Planning)

$8,000

Family Limited Partnership or Limited Liability Company

$10,500

Sale to Intentionally Defective Irrevocable Grantor Trust (IDIT)

Includes IDIT and Family Limited Partnership

$25,500

Charitable Remainder Trust

$8,500

Charitable Lead Trust

$8,500

Grantor Retained Trusts and Personal Residence Trusts

$8,500

Cash Flow Analysis with Gifting Recommendations

$4,000

Off-Shore Asset Protection Trust

$25,500 – $50,500

Other Advanced Planning Tools

To be Quoted in Advance

Wealth Strategies Design Planning Process

To be quoted in advance based on our Billing Philosophy.

Only appropriate for a client with a net worth of $10,000,000 or more.

Minimum fee of $10,500

All planning includes design of your unique planning provisions, explanation of each planning tool, review of each document, and six-month meeting. Fees do not include filing fees or outside counsel fees.

All Other Services

2025 Hourly Rates Determined as follows:

$575 Brian A. Eagle
$405 Shareholder Attorney
$405 Accountant-Director
$310 Accountant-Manager
$295 Associate Attorney 
$215 Accountant-Senior Staff
$215 Law Clerk/Summer Associate
$180 Accountant-Staff
$180 Client Services Associate
$160 Client Services Assistant

Billed monthly pursuant to a fee agreement.